The planning console is the visual Gantt Chart representation of a project entity, used to illustrate a schedule timeline in an efficient manner. This article is a working guide for administrators in charge of configuring and managing the planning console.
In order to open a planning console from a project, follow the steps below:
- Navigate to: Project > Projects > All
- Open a Project record
- Go under Related Links
- Open the Planning Console Related Action
Column metadata and configuration
The column definitions are stored as part of the following tables:
Common issues and frequently asked questions on the planning console
How to add a new column to a planning console
- Open the Planning Console Column configuration for the entity (say Project)
- Create a new Display Column with Type equivalent to DB Column Type
- Create new Columns under the Display Columns for each Planning Console Table(s) to render from.
How to include/add a new table to a planning console when having another child table (like Project Task) where you want get those tasks included in the planning console (under the Project)
- Check if the Table extends Planned Task Table.
- If No, we will not be able to render as it requires Planned Start Date, Planned End Date and Planned Duration Columns.
- If Yes, Table extends Planned Task Table
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- Open the Planning Console Column configuration for the entity (say Project)
- Create a Table and Provide the relation column
- For Each of the Display Column(s), Create a Column definition for the same.
How to use Project Planning for a different department with data seclusion.
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Refer to Teamspace(s). Please note currently we have a max limit of 5 Teamspaces.
Are Teamspaces charged separately?
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No.
Unable to view data in the planning console
- Contact SN support to debug the Planning Console Gantt Data.
- It is advisable to check the correctness of a project through the Project Diagnosis Tool related link in the Project form.
- Check if the Column Configuration are correctly defined. No duplicates
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Check the Column Configuration Types are correctly matching.
Unable to view the columns
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Make sure the column configuration is correctly seeded.
Unable to edit the column
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Check if the column is editable in column configuration.
ACLs are not getting honored
- Access rules are evaluated at the time of page submission.
- Make sure the Row Level and Column Level ACLs are defined correctly.
For more details on the planning console, including steps on implementing the planning console on a custom table, refer to the Planning Console Admin Guide (KB0714565).
